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Showing 21 - 30 of 1024 results for "SOA"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... event. Behind the scenes, Insignia's homing in on making delivery more efficient. "We're very much focused on time to SoA and then SoA to implementation time, because that's where we find that we have a lot of double handling. "That's ...

Supply and demand dynamics shift PE secondaries landscape: bfinance

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
Private equity secondaries transactions are ramping up, as investors are consciously seeking external fund managers for their expertise in navigating changing conditions. bfinance's Sector in Brief: Private Equity Secondaries report noted that both ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

Australian Ethical FUM approaches $14bn

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
Australian Ethical has revealed its results for the financial year to June 30, with funds under management (FUM) soaring to nearly $14 billion. FUM surged by 34%, or $3.5 billion, to $13.94 billion in FY25, which was a result of positive net flows ...

HMC Capital sees AUM soar 47%

ELIZA BAVIN  |  TUESDAY, 19 AUG 2025
HMC Capital has reported a 47% increase to assets under management (AUM) in FY25 to $18.7 billion. HMC said FY25 marked a record financial performance for the group with pre-tax operating earnings of $224.6 million - up 74% from FY24. HMC managing director ...

Pinnacle FUM soars, highlights 'tumultuous' year

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
Pinnacle Investment Management has delivered a positive full-year result, reporting a net profit after tax of $134.4 million, up from $90.4 million in FY24. Pinnacle also saw funds under management lifting from $110 billion in FY24 to $179.4 billion ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... the Shield Master Fund. Further, D'Amelio and Crossing purportedly created false and misleading Statements of Advice (SoA), implying Shield has had a higher performing track record against other options when, in fact, it had a limited trading history ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... Services from 11 October 2017 to 27 December 2021, and from 28 March 2022. ASIC found that Bradley's Statements of Advice (SoA) to certain clients included false and misleading statements that implied clients would enjoy better returns if their superannuation ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
Global X has climbed the ranks of Australia's largest ETF issuers, overtaking State Street, having vaulted its assets under management (AUM) past the $10 billion mark. Global X chief executive Alex Zaika said the firm has leapfrogged State Street and ...

Future Fund muscles past annual target return, lags in March quarter

ANDREW MCKEAN  |  TUESDAY, 6 MAY 2025
The Future Fund delivered a 7.9% return for the year to March 31, topping its annual target; though its quarterly performance undershot the benchmark. The sovereign wealth fund returned 1.2% for the March quarter, below the 1.9% target. However, over ...